Treasury Analyst VI, Pensions and Investments
NALHE
Job Summary In addition to the responsibilities listed below, this position is responsible for serving as a subject matter expert to drive complex treasury projects requiring advanced knowledge of investment management principles, methods, and techniques, including proficiency in portfolio management, asset allocation, investment policy, performance measurement, and liability management. This also includes driving financial analysis, modeling, and reporting efforts to support these projects as appropriate. Essential Responsibilities Practices self-leadership and promotes learning in others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; communicating information and providing advice to drive projects forward; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership; influencing, mentoring, and coaching team members; fostering open dialogue amongst team members; evaluating and responding to the strengths and weaknesses of self and unit members; and adapting to and learning from change, difficulties, and feedback. Drives the execution of multiple work streams by identifying customer and operational needs; developing and updating new procedures and policies; gaining cross-functional support for objectives and priorities; translating business strategy into actionable business requirements; obtaining and distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; solving highly complex issues; and influencing the completion of project tasks by others. Conducts company financial activities by providing support to finance and operations; coordinating reconciliation activities; identifying, designing, and optimizing controls for financial transactions; and ensuring financial processes are fully documented. Leads treasury reporting efforts across multiple financial/business functions by evaluating and summarizing economic data, market conditions, and financial commitments; identifying and reporting key financial/business drivers, liabilities, and performance indicators (e.g., funding issues, returns on investment, cash-related risks, etc.) to senior management; and developing compelling presentations to convey key findings to executive leadership and external business stakeholders. Drives and provides subject matter expertise on analyses (e.g., financial, risk, regulatory, business) and the interpretation of results to understand and identify risks and opportunities by determining and communicating assumptions; and developing/using complex financial models consistent with regulatory, statutory, and legal guidelines and requirements. Manages projects or treasury components of larger cross-functional projects by identifying and managing stakeholder contacts; assembling teams based on project needs and team member strengths; developing, analyzing, and managing project plans; negotiating and managing project schedules and resource forecasts; and managing project financials and deliverables. Drives compliance with regulatory, statutory, and legal controls by developing and coordinating policies and procedures to achieve compliance and control objectives (e.g., audit controls, financial commitments, etc.). Manages vendor contracts and transactions (e.g., lease agreements, investment portfolios, etc.) for complex, high-impact initiatives by building and maintaining relationships with new and existing strategic financial/business partners; negotiating and reviewing financial agreements in accordance with regulatory policies and guidelines; identifying and evaluating key performance indicators; and ensuring vendor performance meets established service level agreements. #J-18808-Ljbffr NALHE
- NALHE is looking for a qualified candidate for a treasury-related position in Pleasanton, California. This role involves serving as a... ...strong leadership, effective communication abilities, and advanced knowledge in investment management principles. #J-18808-Ljbffr NALHEPensions
- NALHE is seeking a professional to lead complex treasury projects, requiring advanced knowledge of investment management principles. This position includes financial modeling, analysis, and reporting. The ideal candidate should possess strong skills in portfolio management...Pensions
- A leading healthcare organization in California is seeking a qualified treasury professional with extensive experience in financial modeling, analysis, and project management. The ideal candidate will have at least four years of relevant experience and a Bachelor's degree...Pensions
$33 - $38 per hour
...Pension Analyst (Pleasanton, CA) LHH is teaming up with a large, mission‑driven organization in the public services space in Pleasanton, CA in search of a Pension Analyst to support member services related to pension benefits and accounts. This role sits within...PensionsContract workTemporary workWork at officeLocal areaImmediate startMonday to Friday- ...KPIs, delivery economics, and return on investment. Identify trends, risks, and... ...develop a team of finance managers and/or analysts supporting the Technology Organization.... ...bereavement pay, and retirement benefits (pension and/or 401k eligibility). [If applicable...PensionsWeekly payMinimum wageFull timeWork at officeLocal areaFlexible hours
- ...Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This... ...fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital...PensionsWork at office
$33 - $38 per hour
LHH is looking for a Pension Analyst in Pleasanton, CA to support member services regarding pension benefits and accounts. The role involves assisting current employees and retirees through in-person and phone assistance, explaining benefits and required documentation....PensionsContract work$72k - $150k
What to Expect We are looking for an exceptional treasury management professional to become an integral member of our global treasury team... ...the finance or treasury function at a fast-paced company. The Analyst will play a leading role in overseeing operational activities...Hourly payFull timeTemporary workFlexible hours$75k - $150k
...credits, evaluates both cash-flow and collateral-based loans/credits Develop problem loan credit solutions Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full...$72k - $150k
Tesla Motors, Inc. is searching for a treasury management professional to join their global treasury team in Fremont, California. The role involves overseeing cash and liquidity management, managing banking relationships, and ensuring compliance with corporate banking...$175k - $219k
...GTM VPs and their leadership teams. Provide proactive, data-driven counsel on all financial matters to shape business decisions, investments, and long-term strategies. Financial Planning & Analysis: Lead the annual operating plan (AOP), monthly forecasts, and long-range...Temporary workWork at officeFlexible hoursShift work3 days per week$175k - $219k
...R&D initiatives. Develop and manage a robust capital allocation framework to help leadership prioritize a complex portfolio of investments, balancing between near-term ROI and long-term strategic value. Develop and use data analytics to drive business decisions with...Temporary workWork at officeShift work3 days per week$75k - $150k
East West Bank in Pleasanton, California is seeking a Portfolio Manager for the Commercial Real Estate Banking team. This role involves underwriting and analyzing financial statements to make lending decisions, managing client relationships, and participating in business...$250k
...vacation, sick leave, and education leave Shareholder track Backup childcare program Three retirement plans, including a pension plan and 401k The Permanente Medical Group is committed to cultivating and preserving an inclusive environment for all...PensionsFor contractorsRelocation packageFlexible hours$140k - $225k
...~ Full Medical, Dental, Vision ~100% paid by employer ~ Life insurance ~ LT & ST Disability ~ PTO ~401k W/ Match ~ Pension Plan ~ Flex hours ~ Hybrid Remote Schedule ~ Capped Busy season hours ~ Direct Partner Track (6-24 months - depending on candidate...PensionsOngoing contractLocal areaRemote workFlexible hours- ...assessment, care coordination, and maintaining licensure. This full-time position offers competitive pay, comprehensive benefits including annual leave, parental leave, and a federal pension plan. Join our team to make a difference in veteran care. #J-18808-Ljbffr Direct JobsPensionsFull time
$22 - $36 per hour
...and federal mail handling guidelines. Full-time career employees may be eligible for benefits including federal health insurance, pension retirement plan, Thrift Savings Plan (401k-style), paid time off, paid federal holidays, uniform allowance, and opportunities for advancement...PensionsHourly payFull timeWork at officeNight shift- ...necessary documentation. Ideal candidates must have a High School Diploma and at least one year of relevant experience, along with strong communication skills. Benefits include medical coverage, paid time off, and a pension plan. #J-18808-Ljbffr OE Federal Credit UnionPensions
- ...your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in...Work at office
- ...Director of FP&A will report to the CFO and manage financial analysts, process, and systems. MAIN RESPONSIBILITIES: Strategic Planning... ...complex financial models to support strategic initiatives, investment decisions, and capital allocation. Present financial forecasts...Worldwide
- ...background check upon receipt of a conditional offer Login to save this search and get notified of similar positions. Related Jobs: Investment Operations Senior Associate - Middle Office San Francisco, CA Bookkeeper San Jose, CA Senior Accounting Manager Palo Alto, CA...Work at officeLocal area
$109.96k - $164.95k
...disciplined planning, forecasting, performance management, and investment analytics. This role partners with the Chief Revenue Officer... ...People Leadership & Cross-Functional Influence Manage and develop analysts and/or interns; set clear objectives, coach analytic rigor,...Full timeWork at office2 days per week3 days per week$25 - $34 per hour
...standards. Full-time employees may be eligible for benefits including medical, dental, and vision insurance, 401(k) with company match, pension benefits in some locations, paid time off, paid holidays, company uniforms, and opportunities for advancement into Route Sales...PensionsHourly payFull time$53.26 per hour
...experience. The position offers a salary of $53.26 per hour along with a comprehensive benefits package, including health insurance, a pension plan, and paid vacation. Join a dynamic culture that values career development and safety. #J-18808-Ljbffr Vulcan Materials CompanyPensionsHourly pay$84.63k - $111.45k
...various departments to streamline services, ensure compliance, and support system enhancements. Competitive salary ranges from $84,634 to $111,451 with excellent benefits including medical, pension plans, and generous paid time off. #J-18808-Ljbffr OE Federal Credit UnionPensions$250k
...-Term Care Insurance Paid holidays, sick leave, and education leave Shareholder track Three retirement plans, including a pension plan and 401(k) Full-time annual salary range is $310,439 to $320,040 plus additional potential incentives up to $16,110*. Reduced...PensionsFull timePart timeFor contractorsRelocation packageFlexible hours$21 per hour
...needs. Employees may be eligible for benefits including medical, dental, and vision insurance, tuition assistance programs, 401(k), pension benefits (in union locations), paid time off, and opportunities for advancement into driver or full-time warehouse positions. Some...PensionsHourly payFull timeShift workNight shiftDay shiftEarly shift$100k - $140k
...Exam bonus program ~ Employee assistance program ~ Wellness program ~ Referral programs ~ Flexible schedule ~ Access to investment advice How to Apply Please click on the Apply Now button below to submit your information. The requirements listed...Full timeTemporary workPart timeWork at officeLocal areaFlexible hours$45 per hour
...customer interaction standards. Full-time UPS employees may be eligible for benefits including medical, dental, and vision insurance, pension plan, 401(k), paid vacation, paid holidays, overtime opportunities, and union-negotiated wage increases. UPS drivers may also...PensionsHourly payFull time$250k
...Malpractice and tail insurance coverage Paid holidays, sick leave, and education leave Three retirement plans, including a pension plan and 401k Professional Liability coverage and more Kindly respond with your CV or contact our Physician Recruiter...PensionsFull timePart timeFor contractorsRelocation packageFlexible hours
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